Credit Suisse
Industry: Investment banking company
DescriptionCredit Suisse Group AG is a Swiss multinational investment bank and financial services company founded and based in Switzerland. Headquartered in Zürich, it maintains offices in all major financial centers around the world. CEO: Tidjane Thiam (Jul 1, 2015–) Headquarters: Zürich, Switzerland Revenue: 21.79 billion CHF (2017) Number of employees: 46,840 (FTE, end 2017) Founder: Alfred Escher Founded: 1856
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15,336 Credit Suisse employees in database. Find out everything there's to know about Credit Suisse employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Credit Suisse Employees
Dalton, Greiner, Hartman, Maher & Co., LLC 2005 - Present
Dionis Capital 2002 - 2005
Credit Suisse September 1994 - August 2002
Salomon Brothers 1991 - 1994
Mercer Investment Consulting 1988 - 1991
Skills
Equities, Financial Services, Insurance, Banking, Asset Management, Financial Analysis, Financial Modeling, Portfolio Management, Investments, Hedge Funds, Equity Research, Valuation, Trading, Series 7, Capital Markets, Investment Banking, Investment Strategies, Securities, Investment Management, Asset Managment, Mergers & Acquisitions, Derivatives, Asset Allocation, Mutual Funds, Financial Markets, Equity Valuation
Education
NYU Stern School of Business 1990 — 1994
MBA
University of Massachusetts, Amherst 1984 — 1988
Bachelor of Arts (B.A.)
Federal Home Loan Bank of Atlanta August 2013 - Present
Federal Home Loan Bank of New York November 2012 - August 2013
Federal Home Loan Bank of New York September 2011 - November 2012
Federal Home Loan Bank of Atlanta August 2010 - August 2011
Federal Home Loan Bank of Atlanta November 2007 - August 2010
Credit Suisse July 2004 - May 2007
Electronic Arts 2002 - 2004
Skills
Sales, Trading, Relationship Management, Modeling, Residential Mortgages, Data Analysis, Financial Analysis, Balance Sheet, Income Statement, Fixed Income, New Business Development, Client Prospecting, Banking, Business Development, Risk Management, Financial Risk, Leadership, Finance, Management
Education
Georgia State University 2011 — 2014
MBA, Finance
University of Miami 2000 — 2004
BBA, Finance and Computer Information Systems
Madison Street Capital March 2015 - September 2015
Credit Suisse June 2013 - August 2013
Executive Valet Inc March 2009 - May 2012
GE May 2008 - August 2008
Gulfstream Aerospace May 2007 - July 2007
Skills
Venture Capital, Start-up Ventures, Private Equity, Marketing, Sales, Start-ups, Management, Leadership, Financial Analysis, Microsoft Office, Business Strategy, Analysis, Strategy, Strategic Planning, Microsoft Excel, Financial Modeling, PowerPoint, Data Analysis, Business Development, Business Planning, Event Management, Market Research, Marketing Strategy, Forecasting, Microsoft Word, Team Leadership, Public Speaking, Finance, Project Management, Customer Service, Cross-functional Team..., Team Building, Banking, Process Improvement, New Business Development, Budgets
Education
University of Miami
Master of Business Administration (M.B.A.), Finance
Credit Suisse May 2015 - Present
Chloe's Soft Serve Fruit Co. November 2013 - Present
Alpha Epsilon Phi Sorority December 2013 - December 2014
Wedding Salon and 4PM Events June 2014 - August 2014
Ramapo Country Day Camp June 2012 - August 2013
Advanced Gastroenterology of Bergen County September 2009 - December 2009
Skills
Event Planning, Social Media, Leadership, Project Planning, Facebook, PowerPoint, Microsoft Office, Microsoft Excel, Press Releases, Event Management, Social Networking, Interpersonal..., Public Relations, Strategic Planning, Social Media Marketing
Education
University of Maryland College Park 2012 — 2016
Communication, General
Tenafly High School 2008 — 2012
20 Gates Management 2010 - Present
Credit Suisse 2001 - October 2010
JPMorgan 2000 - 2001
American Capital Access 1998 - 2000
Standard & Poor's 1995 - 1998
Deloitte & Touche 1992 - 1995
Skills
Fixed Income, Capital Markets, Hedge Funds, Derivatives, Valuation, Bonds, Alternative Investments, Credit Derivatives, Equities, Structured Products, Bloomberg, Structured Finance, Private Equity, Securitization, Investment Banking, Financial Analysis, ABS, Portfolio Management, Securities, MBS, CDO, High Yield
Education
University of Maryland Baltimore County 1986 — 1990
Roomie Rentals June 2015 - August 2015
Credit Suisse May 2014 - August 2014
Alter Trading May 2013 - July 2013
Alter Trading May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Social Media, Teamwork, Budgets, Advertising, Social Networking
Education
University of Miami - School of Business 2012 — 2016
Bachelor of Business Administration (B.B.A.), Marketing
Envision Healthcare Corporation January 2015 - Present
Mederos PLLC December 2013 - January 2015
United States Marine Corps October 2009 - November 2013
Eleventh Judicial Circuit of Florida May 2007 - November 2007
Credit Suisse May 2001 - August 2001
Skills
Medical Compliance, Internal Audit, Healthcare Industry, Investigation, Civil Litigation, Mediation, Wills, Medical Malpractice, Military Justice, Pleadings, Motions, Corporate Discovery, Torts, Government Contracting, Contract Negotiation, Alternative Dispute..., Contract Law, Insurance Defense, Litigation, Trials, Leadership
Education
University of Miami 2004 — 2007
Doctor of Law (JD), Law
University of Oklahoma 1999 — 2004
Bachelor of Arts, Philosophy
KKR August 2013 - Present
KKR July 2010 - August 2013
Credit Suisse February 2008 - June 2010
Skills
Private Equity, Due Diligence, Strategic Planning, Operational Improvement, Capital Markets, Portfolio Management, Business Planning, Corporate Finance, Alternative Investments, Investment Banking, Financial Analysis, Financial Modeling, Valuation, Debt Restructuring, LBO, Leveraged Finance
Education
University of Melbourne 2003 — 2007
B. Eng (Hons), Computer Engineering
University of Melbourne 2003 — 2007
B. Com, Finance
Lazard October 2012 - September 2014
Credit Suisse January 2012 - October 2012
University of Melbourne January 2009 - December 2010
Friedman Fleischer & Lowe January 2010 - February 2010
Skills
Financial Modeling, Valuation, Investment Banking, Financial Analysis, Bloomberg, Banking, Private Equity, Mergers & Acquisitions, Capital Markets, Analysis, Investment Management, Investments
Education
University of Melbourne 2007 — 2011
Bachelors of Science (BSc), Biochemistry and Cell Biology, First Class Honours
University of Melbourne 2007 — 2011
Bachelor of Commerce (BCom), Finance and Economics, First Class Honours
King's College 2002 — 2006
A at A level in Biology, Chemistry, Mathematics and English
Boyarski Fritz LLP July 2015 - August 2015
PwC June 2015 - June 2015
Credit Suisse May 2015 - June 2015
Skills
C++ Programming, Microsoft Office, Microsoft Excel, Teamwork, Public Speaking, Research, English, PowerPoint, Microsoft Word, Economics, Social Media, International Relations, Customer Service
Education
University of Miami - School of Business 2013 — 2017
Bachelor of Science, Accounting and Finance
Colts Neck High School 2009 — 2013
MediaShift April 2014 - Present
Machoskie Capital , Inc 2012 - Present
U.S Trust, Bank of America Private Bank 2008 - 2011
Credit Suisse 2006 - 2008
Skills
Asset Management, Structured Products, Brokerage, Hedge Funds, New Business Development, Asset Managment, Private Equity, Wealth Management..., Financial Advisory, Strategy, Wealth Management, Investment Management, Family Office, Portfolio Management, Relationship Management, Alternative Investments, Asset Allocation, Investments, Investment Strategies, Investment Advisory, Funding, Mutual Funds, Equities, Series 7, Fixed Income
Education
University of Maryland College Park
Economics
Credit Suisse September 2015 - Present
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2013
MBA
University of Miami 2006 — 2009
BBA
Self-employed July 2011 - Present
Credit Suisse June 2007 - July 2011
UMUC August 2005 - May 2007
Skills
Windows 9x/2X, MS Office 2X, Remedy, Active Directory, HP Openview, MacAfee, SharePoint, MS Exchange
Education
University of Maryland University College 2002 — 2006
BS Information Systems
JPMorgan Chase 2013 - Present
Credit Suisse 2010 - 2012
Capco 2009 - 2010
AllianceBernstein 2004 - 2008
Morgan Stanley 2002 - 2004
Skills
Series 7, Series 66, Risk Management, Project Management, Product Development, Six Sigma, FINRA, Platform Development, Process Improvement, Portfolio Management, Asset Managment, Fixed Income, Alternative Investments, Equities, Capital Markets, Asset Management, Investment Management, Finance
Education
New York University - Leonard N. Stern School of Business 2007 — 2010
MBA
University of Maryland College Park 1997 — 2002
BA, Economics
Credit Suisse October 2013 - Present
Weill Cornell Medical College July 2006 - Present
Click Therapeutics, Inc. April 2012 - Present
Weill Cornell Medical College July 2009 - October 2013
New York Presbyterian Hospital July 2006 - October 2013
Goldman Sachs February 2008 - June 2009
New York Presbyterian Hospital December 2003 - July 2006
New York Presbyterian Hospital June 2000 - December 2003
Skills
Neuroscience, Psychiatry, Psychopharmacology, Clinical Research, Clinical Trials, Neuroimaging, Medical Education, Hospitals, Treatment, Pharmacology, Biotechnology, Lifesciences, Psychotherapy, Medical Devices, Cognition, Healthcare, Neurology, EEG, CBT, Hardware Diagnostics, Pharmaceutical Industry, Informatics, Medicine, Therapists, Biomedical Engineering, Medical Research, Translational Research, Clinical Development, Cancer, Drug Development, Public Health, Epidemiology, Traumatic Brain Injury, Life Sciences, Financial Services
Education
Wayne State University School of Medicine 1996 — 2000
Medical Doctor (M.D.), Medicine
University of Michigan 1992 — 1996
Bachelor of Arts (B.A.), High Distinction and Honors in Studies in Religion
Flexpoint Ford, LLC July 2009 - Present
Credit Suisse November 2007 - July 2009
Whirlpool Corporation June 2007 - November 2007
University of Michigan 2006 - 2007
Education
University of Michigan 2006 — 2007
Masters of Science in Engineering, Industrial and Operations Engineering
University of Michigan 2002 — 2006
Bachelor of Science in Engineering, Aerospace Engineering
North Brookside Capital September 2015 - Present
Hillside Advisors LLC May 2015 - August 2015
CME Group May 2015 - August 2015
Royal Dutch Shell June 2011 - August 2015
Credit Suisse April 2015 - May 2015
World Culture Organization International August 2012 - July 2014
Skills
Equities, Valuation, Management, Research, Customer Service, Microsoft Excel, Microsoft Word, Leadership, ETFs, Futures Trading, Convertible Bonds
Education
University of Michigan 2014 — 2018
Bachelor's Degree, Economics, Psychology
Ridgewood High School 2010 — 2014
High School, 4.2
AllianceBernstein May 2013 - Present
Accenture November 2011 - May 2013
Credit Suisse January 2010 - August 2011
Credit Suisse March 2008 - January 2010
IBM May 2006 - January 2007
Skills
Business Analysis, Strategic Planning, Talent Acquisition, Enterprise Risk..., Management Consulting, Banking, Change Management, PMO, IT Strategy, Project Management, Project Portfolio..., SDLC, Fixed Income, Investment Banking, Program Management, Governance, Business Process, Vendor Management, Outsourcing, Business Transformation, Business Process..., Risk Management, Human Resources, Management, Stakeholder Management, Strategy, Business Process...
Education
University of Maryland College Park 2002 — 2005
BA, Psychology
EY August 2014 - Present
Credit Suisse June 2012 - August 2014
Deloitte & Touche January 2011 - June 2012
Deloitte Australia January 2007 - December 2010
Skills
Financial Modeling, External Audit, IFRS, Financial Analysis, Assurance, Financial Accounting, Asset Management, Big 4, SEC filings, Consolidation, Cash Flow, US GAAP, Internal Audit, Financial Reporting, Financial Audits
Education
The Institute of Chartered Accountants in Australia 2009 — 2010
Graduate Diploma of Chartered Accounting, Accounting
University of Melbourne
Bachelor of Commerce (Accounting & Finance), Accounting
Remote Year June 2015 - Present
BucketFeet January 2015 - Present
Spartz September 2014 - Present
Groupon March 2014 - September 2014
Groupon July 2013 - September 2014
oBaz.com June 2011 - July 2013
Lightbank January 2011 - August 2011
Credit Suisse June 2010 - August 2010
FUDU 2010 - 2010
Crazy Cargo July 2005 - April 2007
Skills
Venture Capital, Start-ups, Business Strategy, Corporate Development, Entrepreneurship, Business Development, E-commerce, Management Consulting, Salesforce.com, Social Media, Online Advertising, Social Networking, Oral & Written..., Strategic Partnerships, Leadership, Analytics, Team Building, Social Media Marketing, Product Management, Marketing Strategy, Marketing
Education
University of Michigan 2007 — 2011
bba, Business
University of Michigan - Stephen M. Ross School of Business 2008 — 2010
BBA, Strategy and Finance
Highland Park High School 2002 — 2007
Morgan Stanley July 2013 - Present
Morgan Stanley April 2013 - July 2013
Resources Global Professionals September 2011 - March 2013
Deutsche Bank May 2007 - February 2011
Credit Suisse December 1999 - May 2007
Hess Corporation November 1993 - December 1999
ASARCO April 1990 - December 1993
Skills
Natural Gas, Emissions, Petroleum, Start-ups, Agriculture, Derivatives, Commodity, Valuation, Equities, Financial Modeling, Fixed Income, Hedging, Product Control, Market Risk, Investment Banking, Commodity Markets, Hedge Funds, Securities
Education
New York University - Leonard N. Stern School of Business 1991 — 1995
MBA, Finance & International Business
University of Massachusetts, Amherst 1987 — 1989
BBA, Finance
SETI Institute September 2013 - Present
Toshiba America November 2012 - March 2013
Children's Council of San Francisco 2013 - 2013
SupportSpace, Ltd. March 2012 - September 2012
Oracle 2010 - 2011
S&M Engineering August 2008 - January 2010
Credit Suisse May 2006 - April 2008
Newmark Knight Frank 2005 - 2006
Accuray 2000 - 2004
Sunesis Pharmaceuticals 1998 - 2000
Skills
Onboarding, Human Resources, Employee Relations, Job Descriptions, Employee Training and..., Interviewing Skills, HR Compliance, Position Classification, Written & Oral..., Employee Handbook..., Employee Benefits Roll..., Leadership, Performance Management, Employee Handbooks, Personnel Management, Recruiting, Organizational..., Employee Benefits, Deferred Compensation, Applicant Tracking..., Management, Training, HR Policies, ADP HRB, HR Consulting, College Recruiting, Workforce Planning, Payroll
Education
University of Phoenix 1993 — 1998
MBA, Management
Ealing Technical College, London, UK
Completed Ordinary and Advanced Level Courses, Business, Economics, Math
University of Maryland College Park
Completed 90 credit hours, Business Administration
Loomis, Sayles & Company March 2010 - Present
Pequot Capital May 2007 - July 2009
Credit Suisse July 2001 - April 2007
Skills
Fixed Income, Capital Markets, Equities, Trading, FX Options, Structured Products, Financial Risk, Risk Management, Credit, Finance, Investment Strategies, CDS, Rates, Hedge Funds, Portfolio Management, Derivatives, Financial Modeling, Asset Management, Valuation, Investments, Bloomberg, Investment Banking, Alternative Investments, Securities, Bonds, Financial Analysis, Corporate Finance, Financial Markets
Education
University of Michigan 1997 — 2001
BA, Economics
RBC December 2014 - April 2015
Bank of America May 2014 - November 2014
InfoHedge Technologies LLC January 2014 - March 2014
Hewlett-Packard September 2013 - December 2013
Deutsche Bank September 2012 - September 2013
Bank of Tokyo-Mitsubishi UFJ May 2012 - September 2012
Credit Suisse January 2012 - April 2012
Hitachi America, Ltd. February 2011 - February 2011
MarketAxess May 2010 - October 2010
Keefe, Bruyette & Woods July 2009 - August 2009
Skills
Active Directory, BMC Remedy, Blackberry, Blackberry Enterprise..., Citrix, Data Center, Disaster Recovery, Help Desk Support, Laptops, Market Data, Printers, SharePoint, System Administration, Technical Support, Troubleshooting, VBA, Windows 7, Microsoft Exchange, Networking, Security
Education
University of Miami 1991 — 1993
Political Science
Hemoglobin Oxygen Therapeutics August 2013 - Present
OPK Biotech, LLC January 2011 - January 2013
International Industrial Bank January 2006 - October 2010
Credit Suisse First Boston 2004 - 2006
Credit Suisse January 2005 - December 2005
Rose Square Capital June 2001 - December 2004
Bankers Trust Company June 1985 - June 1999
Procter & Gamble 1982 - 1985
Skills
Investment Banking, Emerging Markets, Capital Markets, Corporate Finance, Equities, Derivatives, Fixed Income, Financial Structuring, Structured Finance, Investments, Mergers, Risk Management, Financial Modeling, Bonds, Trading, Financial Markets, Mergers & Acquisitions, Corporate Governance, Project Finance, Investment Management, Investor Relations, Financial Analysis, IPO, Options, Restructuring, Corporate Development, Due Diligence, Leveraged Finance, Funding
Education
University of Michigan 1977 — 1981
B.A
University of Michigan 1977 — 1981
de la salle 1973 — 1977
BNP Paribas Securities Services June 2015 - Present
Credit Suisse April 2012 - May 2015
Goldman Sachs May 2010 - April 2012
Goldman Sachs October 2003 - May 2010
Lehman Brothers July 2002 - September 2003
Skills
Hedge Funds, Prime Brokerage, Alternative Investments, Equities, Fixed Income, Derivatives, Capital Markets, Private Equity, Asset Managment, Securities, Equity Derivatives, Fund Of Funds, Fund Administration, Series 7, Trading Systems, Client Services, Middle Office, Asset Management, Options
Education
University of Maryland College Park 1998 — 2002
BS, Finance
Jefferies & Company 2015 - Present
DaVita 2013 - 2015
Credit Suisse 2010 - 2012
LeClairRyan 2009 - 2010
Education
University of Maryland College Park
Bachelors, Economics
Credit Suisse February 2010 - Present
Reis April 2008 - April 2009
Health Benefits Direct April 2006 - March 2008
Goldman Sachs July 1999 - July 2005
Skills
Time Management, Employee Benefits, PeopleSoft, Executive Compensation, Deferred Compensation, Stock Plan..., Human Resources, Executive Pay, Talent Acquisition, Leadership, Mergers & Acquisitions, Vendor Management, Performance Management, Management, Employee Relations, Marketing, Sales, Onboarding, Strategic Planning
Education
University of Maryland College Park 1994 — 1998
Macquarie Group May 2014 - Present
Deutsche Bank August 2009 - April 2014
Credit Suisse August 2003 - August 2009
Channel One May 2002 - August 2003
Skills
Employee Relations
Education
University of Michigan 1998 — 2002
Bachelor of Arts (B.A.), Organizational Studies
Spanish American Institute, Sevilla, Spain 2001 — 2001
TZP Group January 2015 - Present
TZP Group August 2012 - January 2015
Credit Suisse June 2010 - July 2012
Citigroup August 2007 - June 2010
Skills
Financial Modeling, Investment Banking, Valuation, Leveraged Finance, Private Equity, Capital Markets, LBO, Investments, Financial Analysis
Education
University of Michigan 2003 — 2007
Business Sports Management
Credit Suisse November 2014 - Present
Credit Suisse July 2013 - November 2014
Credit Suisse May 2012 - August 2012
Cartus May 2011 - August 2011
Skills
Risk Management, Risk Analysis, Operational Risk, Asset Management, Credit, Leadership, Credit Risk
Education
University of Maryland College Park 2009 — 2013
Bachelor of Science (B.S.), Operations Management and Supply Chain Management
Procter & Gamble June 2012 - Present
Rebounders Gymnastics September 2010 - June 2012
Procter & Gamble June 2010 - June 2012
University of Miami September 2007 - May 2009
Credit Suisse May 2008 - August 2008
Johnson & Johnson January 2007 - July 2007
Cell Signaling Technology May 2006 - August 2006
Skills
Cross-functional Team..., Project Management, PowerPoint, Microsoft Excel, Microsoft Office, Spanish, Microsoft Word, Strategic Planning, Business Analysis, Data Analysis, Outlook, Market Research, Budgets, Process Improvement, Team Building, Project Planning, Management, Supply Chain, Leadership, Access, Customer Service, Time Management, Team Leadership
Education
University of Miami 2005 — 2010
Bachelor of Science in Industrial Engineering, Industrial Engineering
H.I.G. Capital / Bayside Capital July 2013 - Present
Madison Dearborn Partners July 2009 - July 2011
Credit Suisse June 2007 - June 2009
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA
University of Michigan 2003 — 2007
BBA, Finance and Accounting
Credit Suisse September 2015 - September 2015
Flexpoint Ford, LLC May 2015 - August 2015
Booker Software June 2014 - August 2014
Tannor Capital Management LLC April 2012 - June 2012
CAN Capital July 2011 - August 2011
Skills
Salesforce.com, Microsoft Excel, Microsoft Office, Leadership, Teamwork, Creativity, Analytics, Statistics, SaaS, E-commerce
Education
University of Michigan 2012 — 2016
Bachelor's Degree, Economics and Entrepreneurship, Junior
Saint Louis University 2015 — 2015
Byram Hills High School 2008 — 2012
Robert H. Smith School of Business, University of Maryland 2013 - Present
Credit Suisse June 2014 - August 2014
Robert H. Smith School of Business, University of Maryland January 2014 - May 2014
Ernst & Young June 2013 - August 2013
UBS October 2012 - December 2012
USDA June 2012 - November 2012
Skills
Bloomberg, Microsoft Excel, Financial Modeling, Valuation, Data Analysis, Finance, Financial Analysis, Leadership, Microsoft Office, Management, Microsoft Word, Research, Teamwork, PowerPoint, Public Speaking
Education
Robert H. Smith School of Business 2011 — 2015
Bachelor of Science, Finance
University of Maryland College Park 2011 — 2015
Bachelor of Arts (B.A.), Economics
Peace Corps June 2013 - August 2015
New Markets Venture Partners August 2011 - May 2012
Credit Suisse June 2011 - August 2011
University System of Maryland July 2010 - May 2011
Skills
Funding, Microsoft Office, Investment Banking, Loans, Financial Analysis, Financial Modeling, Data Analysis, Valuation, Microsoft Word, Microsoft Excel, PowerPoint, Investments, Research
Education
University of Maryland College Park 2008 — 2012
Bachelor of Science (B.S.), Accounting and Finance, 3.8
TransUnion December 2014 - Present
Microsoft 2008 - 2014
Microsoft 2004 - 2008
Microsoft Corporation 2003 - 2004
Microsoft 2001 - 2003
Microsoft 2000 - 2001
Microsoft 1995 - 1999
Credit Suisse 1993 - 1995
State Farm Insurance 1988 - 1991
Skills
Strategy, Mergers, Mergers & Acquisitions, Business Strategy, Enterprise Software, Strategic Planning, Coaching, Corporate Development, Pricing, Business Development, Leadership, Cross-functional Team..., Investment Banking, Customer Service, Capital Markets, Portfolio Management, Investments, Financial Services, Business Planning, Product Management, Due Diligence, Program Management, Finance, Sales, Start-ups, Valuation
Education
University of Michigan
Bachelor of Business Administration, 3.9
Marian High School
Gratia Capital August 2014 - Present
Three Bridges Capital October 2011 - August 2014
UBS Investment Bank August 2010 - October 2011
Cantillon Capital Management LLC August 2003 - August 2009
Orchard Capital Advisors, LLC September 2002 - August 2003
Deutsche Asset Management June 2001 - September 2002
Credit Suisse October 1999 - June 2001
Julius Baer December 1997 - October 1999
Morgan Stanley November 1993 - September 1997
Skills
Hedge Funds, Equities, Derivatives, Trading, Fixed Income, Commodity, Due Diligence, Market Risk, Brokers, Marketing, Bloomberg, Customer Service, Contract Management, Equity Trading, Electronic Trading, Equity Research, Trading Systems, Fixed Income Analysis, Equity Derivatives, Emerging Markets, Alternative Investments, Capital Markets, Prime Brokerage, Options, Securities, ETFs, Proprietary Trading, Structured Products, Trading Strategies, Financial Markets
Education
New York University - Leonard N. Stern School of Business 2005 — 2008
MBA
University of Maryland College Park 1988 — 1991
BA
Financial Systems OMS / EMS April 2014 - Present
Credit Suisse July 2013 - January 2014
GemFin / iProject Consulting May 2012 - July 2013
GMO May 2011 - March 2012
Bain Capital May 2008 - May 2011
Phoenix Pcms August 2007 - April 2008
State Street January 2006 - August 2007
Skills
Requirements Gathering, Business Process, User Acceptance Testing, Analysis, Financial Modeling, •Excellent spoken and..., •Ability to present..., •Use of Agile and..., •Provide test..., •Conduct Quality..., Finance, Software Documentation
Education
University of Massachusetts Boston 2002 — 2006
Bachelor's degree, Business Administration and Management, Concentrated in Finance
Credit Suisse June 2015 - August 2015
KPMG 2013 - 2014
Lionchase Holdings 2013 - 2014
Ernst & Young 2010 - 2013
AFS Financial Group 2008 - 2008
Skills
Financial Analysis, Investments, Financial Reporting, Accounting, Microsoft Excel, Process Improvement, Data Analysis, Financial Modeling, Management Consulting, Finance, Valuation, Corporate Finance
Education
University of Virginia Darden School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
University of Maryland College Park 2006 — 2010
Bachelor of Science (BS), Double major in Finance & International Business
Credit Suisse July 2015 - Present
Michigan Mentorship Program January 2015 - April 2015
The Ross School of Business Digital Media Club October 2013 - April 2015
Spoon University September 2013 - November 2014
Viacom March 2014 - August 2014
The Odyssey // Olympia Media Group November 2011 - August 2014
PMK*BNC June 2013 - August 2013
Warner Music Group June 2012 - August 2012
MetLife June 2011 - August 2011
Skills
Social Media, Marketing, Microsoft Excel, Microsoft Office, Analytics, Facebook, Blogging, PowerPoint, Customer Service, Event Planning, Teamwork, Digital Media, Public Relations, Journalism, Advertising, CisionPoint, Research
Education
University of Michigan 2011 — 2015
Bachelor’s Degree, Major: Communications, Minor: Business, High Distinction
Lorenzo de' Medici 2014 — 2014
Hackley School 2005 — 2011
High School
Providence Equity - Benefit Street Partners April 2015 - Present
Natixis September 2011 - April 2015
Citadel Investment Group April 2010 - September 2011
ICP Capital November 2009 - April 2010
Aberdeen Realty Holdings November 2008 - November 2009
Sheldrake Organization July 2008 - November 2008
Credit Suisse May 2007 - May 2008
RBC Capital Markets May 2004 - May 2007
Skills
Real Estate Finance, CMBS, Structuring, Capital Markets, Underwriting, Credit, Loans, Debt, Valuation, Financial Modeling, Asset Management, Real Estate Investment, Financial Analysis, Credit Analysis, Real Estate, Fixed Income, Structured Finance, Securitization, Restructuring, Series 7, Mortgage, Risk Management, Cash Flow, Investments, Asset Managment, Real Estate Economics, Banking, Mergers & Acquisitions, Financial Structuring, Finance, Equities
Education
University of Michigan - Stephen M. Ross School of Business 2002 — 2004
BBA, Finance
University of Michigan 2000 — 2002
Bachelor of Business Administration, Finance
Miner Partners, LLC November 2014 - Present
NEPC March 2013 - October 2014
Delegate Advisors March 2010 - May 2012
Morgan Creek Capital Management April 2004 - March 2010
Credit Suisse August 2000 - October 2002
Donaldson, Lufkin & Jenrette August 1994 - August 2000
Skills
Investment Management, Fund Of Funds, Investment Strategies, Emerging Markets, Financial Modeling, Management, Capital Markets, Equity Research, Wealth Management, Bloomberg, Corporate Finance, Financial Analysis, Investment Banking, Series 7, Fixed Income, Start-ups, Risk Management, Mutual Funds, Quantitative Analytics
Education
University of Massachusetts, Amherst
Bachelor of Arts (B.A.)
Northern Trust July 2013 - Present
Credit Suisse 2008 - July 2013
Skills
Equities, Client Service Oriented, Fixed Income, Investment Banking
Education
University of Miami 2004 — 2008
Bachelor of Business Administration, International Finance and Marketing
The Carlyle Group June 2011 - Present
Credit Suisse November 1999 - June 2011
Bankers Trust June 1996 - October 1999
Education
University of Pennsylvania - The Wharton School 1999 — 2001
MBA, Finance
University of Michigan 1992 — 1996
BA, Literature and Economics
Brooklyn Technical High School 1989 — 1992
Credit Suisse December 2013 - Present
FBR Capital Markets July 2012 - December 2013
Resolution Partners, LLC September 2011 - May 2012
Bond & Pecaro July 2006 - May 2011
Morgan Stanley Smith Barney (formerly Morgan Stanley) May 2005 - May 2006
Skills
Bloomberg, Capital IQ, credit analysis, equity research, Minitab, series 7, series 86, series 87, series 63, Urban Forestry, Equities, Equity Research, Highly personable, Investments, Fast Casual, Credit Analysis, Corporate Finance, Series 7, Series 63, DCF, Fixed Income, Capital Markets, Valuation, Fisheries Management, Financial Analysis, FINRA, Economics, Financial Statement..., Bonds, Financial Modeling, Portfolio Management, Equity Valuation, Finance, Hedge Funds, Business Valuation, Beaches, Japanese Business...
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
Masters of Business Administration, Finance and Accounting
University of Maryland College Park 2001 — 2005
BA, Economics and Criminal Justice
CFA Institute
Completed Levels I and II of the CFA program, Financial Analysis
CME Group January 2014 - Present
Credit Suisse June 2008 - January 2014
Skills
Fixed Income, Derivatives, Investment Banking, Bloomberg, Credit Derivatives, Equities, Interest Rate..., Capital Markets, Equity Derivatives, Swaps, Structured Products, Middle Office, Valuation, FX Options, Hedge Funds, Trading Systems, CDS
Education
New York University - Leonard N. Stern School of Business 2009 — 2013
MBA, Finance, Economics
University of Miami 2004 — 2008
Bachelor's, Economics, International Studies
Credit Suisse April 2014 - Present
Shiraz Events August 2013 - December 2013
SmartCEO Magazine June 2011 - February 2013
Savvy Media May 2011 - February 2013
Education
University of Maryland College Park 2009 — 2013
Communications
Saavn June 2015 - Present
Saavn June 2014 - May 2015
Credit Suisse July 2011 - March 2014
Credit Suisse July 2010 - July 2011
Action Link Marketing, Inc May 2006 - December 2009
Skills
Business Analysis, Data Analysis, Requirements Analysis, CRM, Databases, User Interface Design, User Experience, Mobile Interface Design, SDLC, Agile Methodologies, Marketing, Product Management, Management, Testing, Analysis, Analytics
Education
University of Maryland College Park 2005 — 2009
B.S., Economics, Business Administration
Credit Suisse July 2013 - Present
Credit Suisse June 2012 - August 2012
Fred Schnider Investment Group, LLC June 2008 - August 2011
The Shooshan Company LLC June 2007 - August 2007
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Private Equity, Investment Banking, Bloomberg, Due Diligence, Investments, Equities, Capital Markets, Venture Capital
Education
University of Virginia - Darden Graduate School of Business Administration 2011 — 2013
Master of Business Administration (MBA)
University of Maryland College Park 2006 — 2008
B.A., Economics
Credit Suisse November 2013 - Present
State Street July 2013 - November 2013
Credit Suisse February 2012 - July 2013
Morgan Stanley September 2011 - February 2012
Goldman Sachs May 2010 - August 2011
Credit Suisse July 2008 - May 2010
JP Morgan July 1997 - July 2008
Salomon Brothers 1995 - 1997
JPMorgan 1993 - 1995
Exxon Chemical Company 1990 - 1993
Skills
Sybase, Sybase ASE, Performance Tuning, Replication, Databases, Oracle, Sybase IQ, Solaris, Data Warehousing, Data Migration, Business Intelligence, Database Administration, Database Design, Oracle RAC, ETL, PL/SQL, SQL Tuning, Unix, Unix Shell Scripting
Education
University of Maryland College Park 1986 — 1990
B.S., Electrical Engineering (Magna Cum Laude)
Credit Suisse May 2014 - August 2014
Olympic Steel May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Teamwork, AutoCAD, Windows, Matlab, Access, Microsoft Word, Leadership, Research, Social Media
Education
University of Miami 2011 — 2015
Bachelor's degree, Industrial Engineering, Senior
Enterprise Products August 2013 - Present
Enterprise Products November 2011 - August 2013
Credit Suisse June 2008 - November 2011
Enterprise Products May 2007 - August 2007
Regional Government of Valparaiso June 2006 - August 2006
Skills
Investments, Financial Analysis, Finance, Marketing, Microsoft Excel, Management, Derivatives, Operations Management, Budgets, Securities, Risk Management, Business Strategy, Data Analysis, Financial Accounting, Business Analysis, Mergers & Acquisitions, PowerPoint, Outlook, Entrepreneurship, Contract Negotiation, Forecasting, Managerial Finance, Leadership, Project Management, Strategic Planning, Process Improvement, Banking, Accounting, Strategy, Business Process..., Due Diligence, Business Planning, Business Development, Corporate Finance, Negotiation, Import Export, NGLs, Competitive Analysis, Gas Processing
Education
University of Miami 2004 — 2008
BBA, International Finance, Marketing, Spanish
University of Miami - School of Business 2004 — 2008
BBA, Inernational Finance and Marketing
Credit Suisse March 2013 - Present
Skills
Sales, Equities, Investments, Financial Analysis, Mutual Funds, Finance, Banking, Real Estate, Credit, Financial Services, Risk Management, Microsoft Excel, Business Development, Business Strategy
Education
University of Miami - School of Business 2010 — 2011
Master of Business Administration, Finance
University of Miami 2005 — 2009
BBA, Finance
TIAA-CREF May 2015 - Present
J.P.Morgan January 2007 - May 2015
Credit Suisse October 2003 - November 2006
Thomson Reuters October 2000 - September 2003
Skills
Trading Systems, ITIL, Unix, Vendor Management, Solaris, Weblogic, Java Enterprise Edition, IT Strategy, Data Center, SOA, IIS, Enterprise Architecture, .NET, SDLC, Integration, IT Management, Solution Architecture, Infrastructure, Cisco Technologies, Servers, Project Management, Software Development, IT Service Management, SQL, Microsoft SQL Server, Service Delivery, Disaster Recovery, Operating Systems, Web Applications, Sybase, IT Operations, Requirements Analysis, Networking, Software Project..., Information Technology, Business Continuity, Market Data, PMO, Visio, Business Analysis, Prime Brokerage, Low Latency, Management, Requirements Gathering, WebLogic
Education
City University of New York-Baruch College 1998 — 2000
Bachelor's degree, Computer Information Systems
University of Massachusetts, Amherst 1994 — 1995
Seabreeze High School 1990 — 1994
Mindseeker, Inc. November 2013 - January 2015
JP Morgan Chase September 2010 - November 2013
SunGard August 2009 - September 2010
Goldman Sachs October 2006 - April 2009
Credit Suisse May 2002 - October 2006
Integral Development Corp. June 1999 - May 2002
CIBC World Markets November 1995 - June 1999
Morgan Stanley October 1992 - November 1995
Skills
Derivatives, Equity Derivatives
Education
University of Maryland College Park
Deutsche Bank February 2012 - Present
Societe Generale Corporate & Investment Banking November 2010 - February 2012
Credit Suisse April 2009 - January 2011
BlackRock October 2006 - 2009
Merrill Lynch 2000 - 2006
Skills
Fixed Income, SDLC, Business Analysis, Risk Management, Portfolio Management, Asset Management, Derivatives, Vendor Management, Equities, Investment Banking, IT Strategy, Financial Services, PMO, Trading Systems, Software Project..., Project Portfolio..., Project Management, Capital Markets, Program Management, Requirements Analysis
Education
University of Michigan 1995 — 2000
Bachelor of Science in Engineering, Computer Engineering
Citi 2015 - Present
Citi 2012 - 2015
Credit Suisse 2011 - 2012
Deloitte 2010 - 2011
Deloitte 2005 - 2008
FBR 2002 - 2005
Skills
Strategy, Investment Banking, Corporate Finance, Financial Modeling, Capital Markets, Valuation, Management Consulting, Financial Analysis
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA
University of Maryland College Park 2002 — 2005
BS
Credit Suisse September 2011 - Present
Bernstein Global Wealth Management May 2005 - September 2011
Oracle Corporation 2000 - 2005
Paul Revere Insurance 1993 - 1998
Skills
Asset Allocation, Investments, Retirement Planning, Risk Management, Finance, Equities, Management, Portfolio Management, High Net Worth..., Asset Managment, Financial Analysis, Business Strategy, Hedge Funds, Endowment Funds, Real Estate Financing, Multi-generational..., Wealth Preservation..., Wealth Management
Education
University of Massachusetts, Amherst 1988 — 1993
BA, Economics
Doherty Memorial High School
JPMorgan Chase & Co. September 2012 - Present
Macquarie Group 2011 - 2012
Millennium Capital November 2010 - May 2011
BNP Paribas August 2008 - October 2010
Merrill Lynch November 2007 - July 2008
Banc of America Securities July 2006 - November 2007
Bank of America 2005 - 2007
Credit Suisse 2005 - 2006
Citi 2004 - 2005
Lehman Brothers September 2000 - October 2004
Skills
Red Hat Linux, Solaris, Unix, Linux, Sun, Unix Shell Scripting, Veritas Volume Manager, Shell Scripting, Performance Tuning, High Performance..., RedHat, Ubuntu, Grid Computing, System Administration, High Availability, Storage, TCP/IP, NetApp, Veritas, Apache, Ksh, NAS, Trading Systems, Disaster Recovery, Clustering, Bash, NFS, Cluster, Veritas Cluster Server, Integration, Servers, Architecture, Server Architecture, Linux System..., SAN, Firewalls, Infrastructure, Netbackup, Scripting, Oracle RAC, Low Latency, Business Continuity, Electronic Trading, Enterprise Architecture, Exchange Connectivity, Operating Systems, Market Data, System Architecture, VMware ESX
Education
Pune University
University of Massachusetts Lowell
Credit Suisse August 2013 - Present
Deutsche Bank February 2008 - August 2013
YOLO Capital Management LLC December 2007 - January 2009
Wachovia Bank June 2006 - January 2008
JPMorgan 2006 - 2006
Skills
Interest Rate..., Fixed Income, Hedge Funds, Derivatives, Financial Analysis, Hedging, Capital Markets, Investment Banking
Education
University of Massachusetts, Amherst 2004 — 2006
Finance
University of Richmond 2001 — 2003
Lexington High School 1997 — 2001
Wachovia Capital Markets, LLC June 2007 - Present
Plante Moran Financial Advisors August 2003 - June 2007
P&M Corporate Finance January 2002 - August 2003
Credit Suisse July 2001 - December 2001
Skills
Valuation
Education
University of Michigan - Stephen M. Ross School of Business 1999 — 2001
BBA with High Distinction, Emphases in Finance and Marketing
University of Michigan 1997 — 1999
JPMC May 2003 - Present
Credit Suisse February 1999 - November 2002
Omni Berkshire Place May 1998 - February 1999
The Waldorf=Astoria 1994 - 1998
Marriott Hotels - Marriott Marquis NY NY , ParkRidge NJ , Saddle Brook NJ January 1986 - January 1994
Skills
Travel Management, Hotels, New Business Development, Sales Management, Account Management, Business Development, Expense Management, Marketing, Marketing Strategy, Team Building, Vendor Management, Budgets, Leadership, Relationship Management, Hospitality, Event Management, Contract Negotiation, Management, Strategic Planning, Operations Management, Start-ups, Customer Satisfaction, Business Travel, Strategic Partnerships, Strategy
Education
University of Massachusetts, Amherst
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
BNP Paribas October 2013 - Present
McKinsey & Company September 2011 - September 2013
Credit Suisse October 2005 - September 2011
Morgan Stanley January 2005 - October 2005
Bank of New York May 2004 - December 2004
Morgan Stanley April 2004 - April 2004
Chase September 2003 - April 2004
Merrill Lynch September 2001 - September 2003
Trade.com January 2001 - August 2001
Sundial.com August 2000 - December 2000
Skills
.NET, Web Services, Microsoft SQL Server, Agile Methodologies, WCF, SQL, ASP.NET, C#, Software Development, Oracle, SDLC, Requirements Analysis, XML, Visual Studio, Scrum, Web Applications, WPF, VB.NET, JavaScript, TFS, ASP.NET MVC, SharePoint, SSRS, HTML 5, SSIS, MySQL, Silverlight, WF, LINQ, Visual Basic, VBScript, Java, Visio, Integration, SOA, ASP, CSS, Entity Framework, NUnit, Perl, Requirements Gathering, Github, HTML, XAML, NHibernate, AngularJS, Bootstrap, JQuery
Education
University of Maryland Baltimore County 2001 — 2003
Master's degree, Information System, 3.75
Aptech Computer Education 1994 — 1996
Associate's degree, Computer Software Engineering
Shree Bhagubhai Mafatlal Polytechnic, Mumbai, India 1986 — 1990
Associate's degree, Plastics Engineering
Kessler Brokerage Group LLC January 2007 - Present
Credit Suisse 2006 - 2007
Education
University of Maryland College Park 2001 — 2005
HAFTR
Yeshiva University
Nickelodeon October 2014 - Present
Nickelodeon October 2011 - Present
Nickelodeon March 2009 - October 2011
Nickelodeon August 2006 - March 2009
Fiduciary Management Group October 2005 - July 2006
Credit Suisse February 2004 - September 2005
Skills
Consumer Products, Consumer Marketing, Brand Management, Integrated Marketing, Digital Marketing, Digital Strategy, Brand Awareness, Relationship Marketing, Digital Media, Customer Insight, Brand Development, Sponsorship, Mobile Marketing, Management, Advertising, Social Media Marketing
Education
New York University - Leonard N. Stern School of Business 2009 — 2012
Master of Business Administration (M.B.A.), Marketing and Strategy
University of Michigan 1999 — 2003
Bachelor of Arts (B.A.), Economics and Psychology
Credit Suisse February 2015 - Present
Credit Suisse May 2013 - 2015
J.P. Morgan September 2011 - May 2013
LCH.Clearnet June 2011 - August 2011
J.P. Morgan February 2010 - June 2011
NewEdge USA July 2007 - February 2010
Fimat USA November 2005 - July 2007
Fimat USA May 2004 - November 2005
Dynax Solutions May 2001 - May 2004
Viacom May 2001 - May 2002
Skills
Trading Systems, Risk Management, Business Analysis, Back Office, Options, Securities, Derivatives, Equities, Fixed Income, Bloomberg, Middle Office, Project Management, Investment Banking, Electronic Trading
Education
University of Massachusetts, Amherst 1994 — 1997
Bachelor of Science, HRTA
UBS Private Wealth Management January 2009 - Present
Credit Suisse October 2004 - January 2009
Lehman Brothers August 2001 - July 2003
Virtual Communities 2000 - 2000
Education
University of Southern California - Marshall School of Business 2006 — 2009
MBA
University of Michigan 1997 — 2001
B.A., Economics & Psychology
Credit Suisse June 2011 - August 2011
GE Capital November 2008 - June 2010
General Electric August 2006 - October 2008
GE Energy July 2004 - July 2006
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Valuation, Finance, Managerial Finance, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA, Finance
University of Maryland College Park 2000 — 2004
BS, Finance, Computer Science, Information Systems
University of Massachusetts 2012 - Present
Credit Suisse 2009 - 2011
Dover Management 2006 - 2009
Brummer & Partners 2002 - 2006
JPMorgan 1996 - 2002
Merrill Lynch 1993 - 1996
Alfred Berg 1991 - 1993
Danske Bank 1988 - 1991
Merrill Lynch 1986 - 1988
The Conference Board 1982 - 1986
Skills
Equities, Hedge Funds, Portfolio Management, Investments, Financial Modeling, Capital Markets, Management, Asset Management, Economics, Investment Banking, Research, Fixed Income, Alternative Investments, Equity Research, Bloomberg, Valuation
Education
New School for Social Research 1980 — 1985
MA, Economics
University of Massachusetts, Amherst 1974 — 1978
Bank of America January 2011 - Present
Credit Suisse March 1998 - December 2010
Lehman Brothers February 1996 - February 1998
Skills
Equity Trading, Investment Banking, Options, Enterprise Architecture, CDS, Electronic Trading, Software Project..., Bloomberg, Data Warehousing, Unix Shell Scripting, Prime Brokerage, Sybase, Database Design, Derivatives, Investments, Program Management, FX Options, XML, Back Office, Agile Methodologies, Management, Financial Markets, Credit Risk, Valuation, Performance Tuning, SDLC, Credit Derivatives, Team Management, Trading Systems, Project Management, VBA, Equity Derivatives, Hedge Funds, Credit, Business Intelligence, Commodity, Financial Modeling, Requirements Analysis, Market Data, SQL, Banking, Portfolio Management, Recruiting, Capital Markets, Private Equity, Swaps, Structured Finance, Bonds, Financial Risk, Team Leadership
Education
University of Maryland College Park 1993 — 1995
Bachelor's degree, Computer Science
Credit Suisse Project ManagerFidelity InvestmentsAugust 1996 - February 2006
Education
University of Massachusetts Lowell
Realty Finance Trust January 2013 - Present
Global Net Lease May 2012 - Present
American Realty Capital January 2012 - Present
Credit Suisse 2000 - 2011
Donaldson, Lufkin & Jenrette 1993 - 1998
Arthur Andersen & Co. 1991 - 1993
Education
University of Michigan
Master’s Degree
Credit Suisse August 2008 - Present
Miron Properties January 2006 - Present
Fitch Ratings January 2001 - January 2008
Prudential Securities October 2000 - November 2000
Skills
Residential Mortgages
Education
University of Michigan
BA, Economics
TD Bank August 2010 - Present
Bristol-Myers Squibb Co.; ConvaTec (divested division) March 2008 - August 2010
ConvaTec 2009 - 2010
Credit Suisse July 2007 - February 2008
Bristol-Myers Squibb August 2005 - July 2007
JPMorgan Chase July 2003 - June 2005
Deutsche Bank May 2000 - May 2003
Aegis Software Inc. November 1999 - May 2000
All Metro Health Care June 1998 - August 1999
KPMG Consulting, LLP (now BearingPoint) September 1995 - May 1998
Skills
SDLC, PMO, Program Management, Cross-functional Team..., Change Management, Integration, Project Management, Risk Management, Business Process, Quality Assurance, Project Planning, Governance, Management, Project Delivery, Testing, Requirements Gathering, Strategic Planning, Telecommunications, Data Warehousing, Leadership, Analysis, SAP, Consulting
Education
University of Miami - School of Business 1991 — 1992
MBA, Marketing
University of Miami 1985 — 1989
Bachelor of Business Administration, Information Systems
Credit Suisse January 2009 - Present
Credit Suisse August 2005 - December 2008
Health Science Communications November 2003 - August 2005
Corporate Executive Board July 2002 - October 2003
Skills
Investment Banking, Capital Markets, Equities, Bloomberg, Trading Systems, Trading, Equity Capital Markets, Series 7
Education
University of Maryland College Park 1998 — 2002
Credit Suisse December 2013 - Present
Credit Suisse September 2012 - December 2013
JP Morgan June 2008 - September 2012
Bear Stearns June 2007 - June 2008
Ernst & Young June 2005 - May 2007
Skills
Fixed Income, Structured Products, Capital Markets, Valuation, CMBS, Structured Finance, Credit Derivatives, Bonds, Bloomberg, Asset Management, Derivatives, Due Diligence, Financial Modeling, Investment Banking, Hedge Funds, Trading
Education
University of Michigan 2001 — 2004
BSE in Engineering, Industrial and Operations Engineering
ual August 1994 - Present
credit suisse 2007 - 2008
Education
University of Massachusetts Boston
Telemetry Capital Management May 2008 - Present
Barclays Capital April 2004 - June 2006
Credit Suisse April 2003 - April 2004
Prediction Company December 1999 - May 2002
Skills
Quantitative Analytics, Financial Modeling, Portfolio Management, Electronic Trading, Trading Systems
Education
University of Maryland College Park 1980 — 1987
PhD, Physics
University of Puget Sound 1975 — 1979
BS, Physics, Mathematics
Bloomberg LP 2011 - Present
Credit Suisse 2007 - 2011
Citi 2005 - 2007
Education
University of Michigan 2001 — 2005
Houlihan Lokey May 2012 - Present
Harris Williams & Co. February 2010 - April 2012
Credit Suisse June 2008 - August 2008
The Carlyle Group January 2006 - July 2007
PricewaterhouseCoopers January 2003 - January 2006
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA, Finance
University of Maryland College Park 2000 — 2002
McLagan August 2014 - Present
Credit Suisse April 2004 - June 2014
Deutsche Bank 2002 - 2004
Citigroup 2001 - 2003
Citigroup 1998 - 1999
Skills
Human Resources, Deferred Compensation, CRM, Finance, Investment Banking, Executive Management, Succession Planning, Talent Management, HRIS, Performance Management, PeopleSoft, Executive Pay, Employee Engagement, Personnel Management, HR Transformation, Talent Acquisition, Employee Relations, Incentive Programs, Change Management, Equities
Education
University of Maryland College Park 1993 — 1997
Credit Suisse May 2013 - Present
Morgan Stanley October 2011 - May 2013
Barclays Capital April 2011 - November 2011
Barclays Capital August 2009 - March 2011
Barclays Capital September 2008 - March 2011
Lehman Brothers April 2008 - September 2008
Lehman Brothers October 2006 - April 2008
IMG October 2005 - October 2006
Skills
Deferred Compensation, HRIS, Onboarding, Employee Relations, Personnel Management, Human Resources, Talent Management, CRM, Compliance, Talent Acquisition, Employee Engagement, Succession Planning
Education
University of Maryland College Park 2001 — 2005
BA, Psychology
Sagence April 2015 - Present
LumenData September 2011 - March 2015
Credit Suisse February 2007 - November 2011
Morgan Stanley September 2004 - January 2007
Skills
Business Analysis, Investment Banking, Integration, Strategy, Requirements Gathering, IT Strategy, Requirements Analysis, Business Process, SDLC, Solution Architecture, Data Modeling, Business Intelligence, Enterprise Architecture, Data Migration
Education
University of Michigan 1999 — 2004
Bachelors, Math & Finance
Shannon Advisors April 2013 - Present
Credit Suisse 2003 - January 2013
Deutsche Bank 2002 - 2003
Merrill Lynch 1998 - 2001
Salomon Brothers August 1993 - February 1998
Skills
Investments, Investment Banking, Due Diligence, Venture Capital, Financial Modeling, Financial Structuring, Capital Markets, Investor Relations, Business Strategy, Strategy, Project Management, Series 7, Alternative Investments, Private Equity, Hedge Funds, Series 63, Series 24, Valuation, Corporate Finance, Equities, Management, Mergers & Acquisitions, Asset Management
Education
University of Virginia - Darden Graduate School of Business Administration 1989 — 1991
Master of Business Administration (MBA), Management
University of Michigan 1982 — 1986
BA, Economics (with Distinction)
Melbourne Central Catholic
Melbourne Central Catholic
Wells Fargo Securities October 2013 - Present
Wells Fargo Securities 2010 - October 2013
Credit Suisse October 2009 - May 2010
Credit Suisse June 2008 - October 2009
G&L Partners 2003 - 2003
Skills
Series 7, Series 63, Fixed Income, Capital Markets, Bloomberg, Derivatives, Equities, Investment Banking, Portfolio Management, Banking, Financial Markets, Securities, Financial Modeling, Financial Analysis, Trading, Credit, Investments, Financial Risk, Structured Products, Bonds, Valuation, Back Office, FX Options, Prime Brokerage, Middle Office, Credit Derivatives, Securities Lending, Money Market
Education
University of Miami
Bachelor of Business Administration (BBA), Finance
Credit Suisse September 2004 - Present
Company January 1989 - January 2004
Data Exchange, Inc January 1987 - January 1989
Bear Stearns & Company January 1985 - January 1987
Josephthal & Company January 1983 - January 1985
Skills
CRM, Management, Portfolio Management, Project Management, Financial Services, Fixed Income, Trading, Leadership, Training, Equities, Business Analysis, Risk Management, Strategy, Banking, Investment Banking
Education
Hunter College Graduate School Elementary 1993 — 1996
Early Childhood Education and Teaching
University of Maryland College Park 1980 — 1983
BA, Economics
Credit Suisse July 2010 - Present
CareFirst BlueCross BlueShield May 2009 - April 2010
Education
University of Maryland College Park 2007 — 2009
University of Mumbai 2003 — 2007
Bachelor of Engineering, Electronics, Telecommunications
KeyBank Real Estate Capital September 2015 - Present
GreensLedge Capital Markets November 2013 - September 2015
Berkadia Commercial Mortgage LLC February 2011 - October 2013
CWCapital Investments LLC October 2008 - January 2010
Gramercy Capital Corp. August 2004 - April 2008
RBS Greenwich Capital 2002 - 2004
Credit Suisse 1996 - 2002
Education
University of Massachusetts, Amherst 1986 — 1991
BA, Economics
Couloir Associates October 2014 - Present
RiskMatch.com July 2012 - June 2013
Barclays Capital 2006 - September 2011
UBS 2004 - 2006
Credit Suisse 1997 - 2004
Bear Stearns 1993 - 1997
Goldman Sachs 1990 - 1993
Skills
Trading Systems, Fixed Income, Derivatives, Electronic Trading, Investment Banking, Equities, Market Data, Credit Derivatives, Hedge Funds, Low Latency, Interest Rate..., Capital Markets, Prime Brokerage, Options, Equity Derivatives
Education
University of Michigan
Bachelor of Science (B.S.), Computer Science
Credit Suisse July 2007 - Present
Education
University of Miami 2004 — 2007
BBA, Fiannce
First New York Securities April 2005 - Present
Credit Suisse 2000 - 2002
Donaldson, Lufkin & Jenrette 1995 - 2000
Lehman Brothers 1991 - 1995
Oppenheimer & Co. 1988 - 1991
Wood Gundy 1986 - 1988
Laidlaw Adams & Peck 1984 - 1986
Education
University of Massachusetts Boston 1977 — 1981
BS Finance & Accounting
Credit Suisse April 2011 - Present
Moody's April 2007 - March 2011
Morgan Stanley 2004 - April 2007
Morgan Stanley 2003 - 2004
Skills
Financial Modeling, Valuation, Corporate Finance, Portfolio Management, Due Diligence, Competitive Analysis, Finance, Analysis, Business Analysis, Credit, Business Development, Market Research
Education
University of Michigan 1999 — 2003
Economics
Stuyvesant 1996 — 1999
Pyramis Global Advisors May 2012 - Present
Fortress Investment Group May 2011 - November 2011
GoldenTree Asset Management February 2008 - July 2011
Pequot Capital 2004 - 2007
Pequot Capital Management 2004 - 2007
Credit Suisse 2002 - 2004
Deloitte 1998 - 2000
Education
University of Michigan 1994 — 1998
BA
Credit Suisse June 2013 - Present
RBS Investment Bank March 2010 - June 2013
Credit Suisse November 2009 - February 2010
Citigroup May 2009 - November 2009
UBS Investment Bank September 2008 - April 2009
Merrill Lynch December 2007 - July 2008
JPMorgan Chase October 2005 - November 2007
Credit Suisse February 2005 - October 2005
Reuters America June 2004 - January 2005
Bernard L. Madoff Investment Securities February 2000 - November 2003
Skills
Derivatives, Fixed Income, Equities, Business Analysis, Bloomberg, Trading Systems, Trading, Options, Investment Banking, Equity Derivatives, Requirements Gathering, Visio, Vendor Management, User Acceptance Testing, Securities, Business Requirements, Back Office
Education
University of Maryland College Park 1994 — 1998
bs, Finance
Morgan Stanley January 2011 - Present
Credit Suisse May 2007 - August 2008
Citigroup May 2005 - May 2007
Citigroup 2005 - 2007
Citi 2005 - 2007
Deutsche Bank August 1997 - May 2005
Bankers Trust 1997 - 2000
Digital Equipment BCFI AB 1983 - 1996
Digital Equipment Corporation 1982 - 1995
Skills
Visio, Project Management, Program Management, Management, PMP, Budgets, Project Planning, Quality Assurance, Policy, Software Development, IT Strategy, Cloud Computing, PMO, Pre-sales, SDLC
Education
University of Michigan 1977 — 1981
BA, Computer Science
Carlson Capital Managing Director-Global Structured CreditCitigroup1999 - 2008
Salomon Brothers 1993 - 1998
Bear Stearns 1992 - 1992
Credit Suisse 1987 - 1991
Federal Reserve Bank of New York 1984 - 1987
The Brookings Institution 1983 - 1984
Education
University of Maryland College Park 1981 — 1984
Ph.D., Econometrics
University of Wisconsin-Madison 1978 — 1980
BA, MS, Math, Economics
Morgan Stanley June 2010 - Present
Bloomberg May 2009 - August 2009
Elliott Associates July 2008 - August 2008
Credit Suisse May 2008 - June 2008
K&L Gates July 2007 - August 2007
Wachovia, A Wells Fargo Company June 2007 - July 2007
Skills
Financial Analysis, Capital Markets, Bloomberg Terminal, Liquidity Management, PowerPoint, Microsoft Excel, Liquidity Risk, Microsoft Office, Visual Basic, Microsoft Word, Interest Rate Risk..., Financial Reporting, ALM, Interest Rate Hedging, Money Market Funds, Regulatory Requirements, Trading, Fixed Income, Fixed Income Analysis, Available for Sale..., Investments, Bloomberg, Social Media, Finance
Education
University of Michigan 2006 — 2010
BA, Economics
Credit Suisse August 2013 - Present
Credit Suisse January 2010 - July 2013
Credit Suisse June 2007 - December 2009
Skills
C++, Quantitative Finance, C#, Interest Rate..., Credit Derivatives, Derivatives, SQL, Fixed Income, Trading, Java, C, R, Algorithms, Risk Management, Trading Systems, Equity Derivatives, Market Risk, Hedging, Basel III, FX Trading, Financial Structuring, CVA, CDO, Linux, Options, Python
Education
University of Melbourne 2001 — 2006
B. Eng. (Hon), Electrical
University of Melbourne 2001 — 2006
B. Comp. Sci.
BB&T October 2013 - Present
Credit Suisse November 2012 - September 2013
Cato Research August 2003 - November 2012
Skills
FDA
Education
University of Michigan 1994 — 1995
MSE, Mechanical Engineering
University of Michigan 1989 — 1993
BSE, Mechanical Engineering
RSUI Group, Inc. April 2014 - Present
Asurion March 2012 - March 2014
Credit Suisse August 2003 - September 2011
Merrill Lynch August 1998 - August 2003
Education
University of Michigan 1987 — 1992
B.S, Computer Science
Marcus & Millichap February 2015 - Present
Dimension Capital Management March 2011 - February 2015
Credit Suisse 2008 - March 2011
University of Miami July 2007 - May 2008
Baybrook Homes May 2007 - September 2007
Zen Properties July 2006 - August 2006
Skills
Equities, Valuation, Bloomberg, Fixed Income, Alternative Investments, Hedge Funds, Manager Selection, Private Equity, Due Diligence, Investment Strategies, Capital Markets, Finance, Investments, Financial Markets, Financial Risk, Investment Management, Equity Research, Financial Modeling, Mutual Funds, Asset Allocation, Quantitative Analytics, Investment Banking, Credit, Fund Of Funds, Asset Management, Portfolio Management
Education
University of Miami - School of Business
Bachelor of Science, Finance
Simple Solutions NYC September 2011 - Present
Banker's Trust December 1997 - September 1998
Credit Suisse July 1988 - July 1997
Skills
Editing, Writing, Research, Teaching, Psychology, Public Speaking, Non-fiction, Tutoring, Corporate Communications, Newsletters, Nonprofits, Proofreading, Journalism
Education
University of Michigan 1976 — 1978
MA, Psychology
University of Michigan 1969 — 1972
Bachelor of Arts (B.A.), English/Journalism
Discovery Communications June 2014 - Present
Intelsat March 2011 - September 2013
Grameen Foundation April 2008 - December 2009
Credit Suisse 2003 - 2006
Skills
Capital Markets, Investment Banking, Financial Modeling, Corporate Finance, Equities, Financial Structuring, Leveraged Finance, Risk Management, Bonds, LBO, Credit Analysis, Treasury, Credit, Strategic Financial..., Capital Structure, Financial Advisory, High Yield, ALM, Loan Origination, Financial Analysis, Due Diligence, Finance
Education
George Washington University 2011 — 2013
Masters, Accountancy
University of Miami - School of Business 1999 — 2003
BBA, Accounting and Finance
KPMG August 2014 - Present
Advent Software August 2011 - August 2014
Credit Suisse 2002 - January 2011
Morgan Stanley 1997 - 2002
Lehman Brothers 1995 - 1997
Pershing 1992 - 1995
Skills
Fixed Income, Hedge Funds, Prime Brokerage, Alternative Investments, Equities, Derivatives, Sales, Client Services, Process Consulting, Trading Systems, Finance, Financial Services, Middle Office, Trading, Options, Bloomberg, Fund Accounting, Relationship Management, Capital Markets, Investment Banking, Securities, Fund Of Funds, Margin, Security Operations
Education
University of Massachusetts, Amherst 1987 — 1991
BA, Finance, Economics
Credit Suisse May 2013 - Present
Credit Suisse 2012 - May 2013
Credit Suisse July 2006 - January 2012
Skills
Structured Products, Derivatives, Equity Derivatives, Series 7, Bloomberg, Equities, Structuring
Education
University of Michigan 2002 — 2006
BS, Business Administration
JPMorgan Chase December 2013 - Present
Credit Suisse July 2010 - December 2013
University of Maryland August 2008 - May 2010
Robert H. Smith School of Business 2009 - 2009
SabEes Manufacturing Plant July 2006 - August 2007
Skills
Business Analysis, Business Requirements, Project Management, Requirements Analysis, Stakeholder Management, Data Analysis, Change Management, SDLC, IT Strategy, Process Improvement, Microsoft Excel, IT Transformation, Process Management, CRM, Analysis, Microsoft Office, PMO, Requirements Gathering, Software Project..., Risk Management
Education
University of Maryland College Park 2008 — 2010
Master of Science (M.S.), Telecommunications Management
Anna University 2004 — 2008
Bachelor of Engineering (B.E.), Electrical, Electronics and Communications Engineering
Lowe's Companies, Inc. July 2014 - Present
iBIZ Connect Inc January 2010 - Present
KPMG US September 1998 - March 2012
Credit Suisse November 2003 - June 2010
PwC July 1997 - August 1999
Skills
CISA, CRISC, CGEIT, PeopleSoft Financials..., Lean Six Sigma, Series 7, Business Process..., Business Facilitation, Six Sigma, Workshop Facilitation, IT Audit, Risk Management, Financial Risk, IT Management, ERP, IT Risk Management, Business Strategy, Consulting, Analytical Reasoning, Information Technology, IT Strategy, SSAE 16, Sarbanes-Oxley Act, Gramm-Leach-Bliley, ISO 27001, Dodd-Frank, Enterprise Risk..., SAS70, Information Security..., COBIT
Education
Melbourne University
La Salle
Outdoor Channel March 2014 - Present
Evolve Vacation Rental Network June 2013 - January 2014
EF Educational Tours November 2010 - June 2013
Sava's State Street Cafe September 2009 - April 2010
Credit Suisse June 2009 - August 2009
UBP groupe Union Bancaire Privée May 2007 - August 2008
Skills
Event Management, Event Planning, Account Management, Customer Service, Facebook, Social Media, PowerPoint, Market Research, Social Networking, Research, Sales, Sales Management, Lead Generation, Training, CRM, Teamwork, Social Media Marketing, Management, Strategy
Education
University of Michigan 2006 — 2009
Bachelors of General Study, Honors, History, Political Science, American Culture
Rye High School 2002 — 2006
Deloitte May 2013 - Present
Deloitte June 2011 - May 2013
Credit Suisse June 2006 - March 2011
Skills
Talent Management, Onboarding, Talent Acquisition, Performance Management, Employee Engagement, Succession Planning, Organizational Design, Applicant Tracking...
Education
University of Maryland College Park 2002 — 2006
B.A.
Jet.com April 2015 - Present
MasterCard January 2014 - April 2015
Quidsi Inc. October 2013 - January 2014
Quidsi Inc. November 2011 - September 2013
Credit Suisse April 2008 - November 2011
Sidley Austin 2005 - 2008
Skills
Securities, Private Equity, Corporate Governance, Securities Regulation, Corporate Law, Mergers & Acquisitions, Due Diligence, General Corporate..., Licensing, Joint Ventures, Privacy Law, Commercial Litigation
Education
University of Michigan Law School 2002 — 2005
JD
University of Michigan 1997 — 2001
The Ayco Company, L.P. 2011 - Present
Papamarkou Wellner and Co., Inc. February 2006 - September 2011
Credit Suisse January 2000 - January 2006
Restaurant Associates January 1999 - January 2000
Skills
Asset Managment, Series 7, Wealth Management, Investments, Series 63, Series 3, Portfolio Management, FINRA, Investment Advisory
Education
University of Massachusetts, Amherst 1994 — 1998
Bachelor of Science, HRTS
TradingScreen January 2013 - Present
Barclays Capital August 2010 - January 2013
MF Global October 2003 - July 2010
Credit Suisse June 1995 - October 2003
Credit Suisse First Boston 1995 - 2003
Skills
Sales Trader, Sales Management, System Testing, Systems Analysis, Equities, Derivatives, Options, FX Options, Hedge Funds, Equity Derivatives, Financial Markets, Investment Banking, Swaps
Education
University of Maryland College Park 1978 — 1982
B.S,, Finance
Credit Suisse 2006 - Present
PGA Championships 2004 - 2006
Education
University of Michigan
BS, Statistics
Credit Suisse January 2015 - Present
Education
University of Maryland College Park
Bachelor's Degree
Holmdel HIgh School 2003 — 2007
Goldman Sachs December 2012 - Present
Barclays Capital May 2011 - December 2012
Credit Suisse August 2009 - March 2011
Fidelity Investments June 2007 - June 2009
Claude & Christopher Lefebvre, P.C. June 1997 - June 2007
Pfizer May 1995 - June 1997
UNIVERSITY OF MASSACHUSETTS LAW SCHOOL September 1992 - May 1995
Fidelity Investments January 1988 - August 1992
Skills
Securities, Risk Management, Anti Money Laundering, Financial Risk, Banking, Management, Financial Services, Series 7, Capital Markets, Mutual Funds, Anti-corruption, Alternative Investments, Investments
Education
University of Massachusetts Law School Dartmouth 1992 — 1995
JD
University of Massachusetts, Amherst
Zelman Capital July 2011 - Present
Weismann Capital May 2009 - June 2011
Sun Capital Partners March 2006 - March 2009
George Weiss Associates August 2005 - March 2006
Bear Stearns February 2003 - August 2005
Credit Suisse January 1998 - November 2001
General Electric Company January 1996 - January 1998
Education
University of Maryland College Park
Bachelor, Finance & Accouniting
Credit Suisse March 2014 - Present
Credit Suisse August 2011 - March 2014
Skills
Research, Astrophysics, Physics, Cosmology, Astronomy, Business Analysis, Derivatives, Investment Banking, Management, Requirements Analysis, SDLC, SQL, Unix, Vendor Management
Education
Johns Hopkins Peabody Institute
Violin Performance
University of Maryland Baltimore County
B.S., Physics, Minor: Astronomy
Glenstar Properties, LLC June 2015 - Present
Eastdil Secured June 2011 - June 2015
Citi April 2010 - June 2011
Credit Suisse June 2007 - November 2008
Skills
Real Estate Economics, Valuation, Commercial Real Estate, Acquisitions, Real Estate Development, Asset Management, Leases, Investment Properties, Real Estate Financing, Appraisals, Brokerage, Property Management, Capital Markets, Private Equity, CMBS, Finance, Portfolio Management, Investments, Disposition
Education
University of Miami 2003 — 2006
Bacherlors of Business Administration, Finance & Sports Administration
JANA Partners LLC December 2012 - Present
FrontPoint Partners January 2009 - December 2012
Morgan Stanley Investment Management January 2007 - December 2008
FrontPoint Partners January 2004 - December 2006
Credit Suisse July 2002 - December 2003
Education
Rye Country Day School
University of Michigan
Bachelor of Business Administration (BBA)
University of Michigan - Stephen M. Ross School of Business
Credit Suisse June 2013 - Present
University of Michigan 2009 - May 2013
Credit Suisse June 2012 - August 2012
Arba Finance June 2011 - July 2011
Wildwood Pool & Tennis Club May 2010 - August 2010
Skills
Options Pricing, Visual Studio, C++, Matlab, Excel, Word, PowerPoint, Bond Pricing, Microsoft Word, Microsoft Excel, Options
Education
University of Michigan 2009 — 2013
Bachelor of Science (B.S.), Economics, Mathematics of Finance and Risk Management
Credit Suisse March 2015 - Present
Credit Suisse September 2014 - March 2015
Morgan Stanley October 2013 - August 2014
Credit Suisse May 2010 - October 2013
Freeborders 2010 - 2012
QueBIT Consulting 2009 - 2010
Capgemini 2005 - 2009
Skills
Project/Program..., Large Scale..., IT Roadmap and Strategy..., Knolwedge in Financial..., Knowledge in Market..., Business Analysis, SOA, Business Intelligence, Requirements Analysis, PMO, Project Management, Business Process...
Education
University of Pennsylvania, M.S.E.
Master of Science & Engineering (M.S.E.), Systems Engineering
University of Michigan
Bachelor of Science (B.S.), Computer Science
J.P. Morgan June 2014 - August 2014
Citi June 2013 - July 2013
Kill-A-Watt 2012 - 2013
Global Investment Club 2012 - 2013
Moon Capital July 2012 - July 2012
Credit Suisse July 2009 - July 2010
Education
University of Michigan 2011 — 2015
Bachelor of Business Administration (BBA) and Economics
United World College of South East Asia 1991 — 2011
International Baccalaureate and IGCSE
Deutsche Bank July 2010 - July 2014
Credit Suisse June 2008 - June 2010
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Capital Markets, Strategy, Mergers & Acquisitions, Investment Banking, Due Diligence, Finance, Healthcare, Medical Devices, Pharmaceutical Industry, Biotechnology Industry
Education
University of Michigan
Bachelor's Degree, Economics
University of Michigan - Stephen M. Ross School of Business
Bachelor's Degree, BBA Finance & Accounting
Mizuho Securities USA Inc. June 2013 - Present
Credit Suisse January 2011 - October 2012
Credit Suisse July 2007 - December 2010
Credit Suisse July 2004 - June 2007
Skills
Capital Markets, Credit Analysis, Investment Banking, Capital Structure, Bond Markets, Financial Statement..., Project Management, Advising Clients, Debt, Market Analysis, Securities Offerings, Financial Analysis, Due Diligence, CDS, Bond Pricing, NPV, Enterprise Valuation, DCF Valuation, Interest Rate..., Financial Accounting, Proposal Writing, Technical Writing, Series 7, Series 63, Bloomberg, MarketAxess, Microsoft Office, Personal Development, Relationship Management, Corporate Finance, LBO
Education
University of Michigan Business School 2000 — 2004
Bachelor of Business Administration (BBA), Finance and Accounting
University of Michigan
Credit Suisse June 2012 - August 2012
The Laurel Camps June 2011 - August 2011
Russ Deboo Insurance Agency May 2010 - August 2010
Skills
Corporate Advisory, Investment Banking, Leveraged Finance, Valuation, LBO, DCF Valuation, Financial Statement..., Spanish, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, iMovie, Mergers, Financial Analysis, Financial Modeling, Social Media
Education
University of Michigan 2010 — 2014
Bachelor of Arts (BA), with distinction, Organizational Studies
Spanish River High School 2006 — 2010
Diploma
Jun He Law Offices August 2015 - September 2015
Credit Suisse June 2015 - July 2015
Education
University of Michigan 2013 — 2017
Political Science, Asian Studies, Bachelor of Arts (BA)